Geneos Wealth Management’s Columbia Sportswear COLM Stock Holding History

Geneos Wealth Management’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21	Closed	-$1.76K	–	3065
2024 Q4	$1.76K	Sell	21 -4	-16%	-$335	﹤0.01%	2647
2024 Q3	$2.08K	Buy	+25	New	+$2.01K	﹤0.01%	2290
2017 Q2	–	Sell	-215	Closed	-$12K	–	2083
2017 Q1	$12K	Buy	215 +1	+0.5%	+$56	﹤0.01%	1411
2016 Q4	$12K	Buy	214 +1	+0.5%	+$59	﹤0.01%	1372
2016 Q3	$12K	Hold	213	–	–	﹤0.01%	1297
2016 Q2	$12K	Buy	213 +1	+0.5%	+$57	﹤0.01%	1270
2016 Q1	$13K	Buy	+212	New	+$11.6K	﹤0.01%	1217

Other funds holding COLM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geneos Wealth Management's COLM Position: Q1 2025 in Review

Geneos Wealth Management sold out of Columbia Sportswear (COLM) in Q1 2025, closing a stake of 21 shares — an estimated $1.76K sold.

Geneos Wealth Management first reported a position in COLM in Q1 2016 and held it in 7 quarters. The position peaked at $13K in Q1 2016. 309 funds tracked by Wall St. Rank hold COLM as of Q1 2025.

Geneos Wealth Management reported no remaining Columbia Sportswear position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 21 Columbia Sportswear shares in Q1 2025, an estimated $1.76K.
Geneos Wealth Management first reported a position in Columbia Sportswear in Q1 2016 and held it in 7 quarters.
Geneos Wealth Management's Columbia Sportswear position peaked at $13K in Q1 2016.
309 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.